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Skyline Financial Northwest

Updated today

Client assets under management

$133,085,520

Clients

119

65% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

40

Typical

Average account size

$1,118,366

About

Skyline Financial Northwest provides fee-only financial planning and investment advisory services to individuals, trusts, estates, small businesses, and qualified retirement plans. Its offerings include ongoing discretionary portfolio management, one-time asset allocation or investment analyses, and pension/retirement-plan consulting services.

The firm structures portfolios around client-specific Investment Policy Statements and emphasizes low-cost, broadly diversified allocations built principally with passive vehicles while using fundamental, technical, and cyclical analysis to select and monitor holdings. Skyline also engages sub‑advisors (including Dimensional Fund Advisors) and uses third‑party platforms and custodians to execute and aggregate retirement-plan management.

Distinctive operational features include recent SEC registration and a compact three-advisor team managing both individual and plan fiduciary work, plus formal procedures for third‑party standing authorizations and fee deductions that address inadvertent custody risk. The combination of sub‑advisor relationships, outsourced order/aggregation tools for employer plans, and an IPS-driven discretionary process with a published code of ethics differentiates its setup from many similarly sized support-model RIAs.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Real estate investing

Fee options

Fixed

Financial planning fixed fee projects with minimum $4,000

Percentage

$0 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.60% $5,000,001+: 0.45%

Project-based

$100/hour for support staff; $200/hour for non-CFP advisors; $300/hour for CFP advisors

Other

Account minimum: $500,000 Minimum fee: $4,500 annual minimum fee per client Fee-only: Financial planning fees: hourly rates $100-$300/hour; fixed fee minimum $4,000; fees negotiable; discounts on planning fees for accounts over $500,000 or $1,000,000

Main office location

Skyline Financial Northwest

2121 Sw Broadway, Suite 100

Portland OR 97201, United States

Number of offices

1

Most active in

California · Oregon · Texas · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Amanda S

Series 65

Portland, OR

Skyline Financial Northwest

Amanda Sletmoe is a financial advisor at Skyline Financial Northwest in Portland, OR, holding a Series 65 designation with seven years at the firm. Prior to joining Skyline Financial Northwest, she worked at Portland Parks and Recreation and the Multnomah Athletic Club. Skyline Financial Northwest provides fee-only financial planning and discretionary investment management to individuals, trusts, estates, small businesses, and qualified retirement plans. The firm emphasizes written Investment Policy Statements, uses low-cost passive vehicles and ETFs, and incorporates fundamental, technical, and cyclical data in portfolio management.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Real estate investing
user avatar

Kaleen A

Series 65

Portland, OR

Skyline Financial Northwest

Kaleen Anderson is a financial advisor at Skyline Financial Northwest with five years of industry experience. She holds a Series 65 designation and has worked at Skyline Financial Northwest since 2019. Her prior roles include positions at Modernist Financial and North, as well as self-employment and work at DLR Farms. Skyline Financial Northwest provides fee-only financial planning and discretionary investment management to individuals, trusts, estates, small businesses, and qualified retirement plans. The firm emphasizes low-cost, passive investment vehicles and ETFs, using a written Investment Policy Statement for each client and incorporating fundamental, technical, and cyclical data in portfolio management.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Real estate investing
user avatar

Aaron H

CFP®, Series 65

Portland, OR

Skyline Financial Northwest

Aaron Hillman is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Skyline Financial Northwest in Portland, OR since 2008. He holds a Series 65 license and is a partner in OPM, LLC, a private real estate business focused on property analysis and management. Skyline Financial Northwest provides fee-only financial planning and discretionary investment management to individuals, trusts, estates, small businesses, and qualified retirement plans. The firm emphasizes structured portfolios based on written Investment Policy Statements, favoring low-cost passive vehicles and ETFs, and offers additional services including pension consulting and one-time asset allocation analyses.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Real estate investing
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